Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.59M Sell
10,896
-1,811
-14% -$264K 0.02% 104
2025
Q1
$1.61M Sell
12,707
-1,863
-13% -$235K 0.02% 105
2024
Q4
$1.5M Sell
14,570
-7,964
-35% -$819K 0.02% 111
2024
Q3
$1.91M Sell
22,534
-2,876
-11% -$244K 0.03% 105
2024
Q2
$1.81M Sell
25,410
-2,935
-10% -$209K 0.03% 94
2024
Q1
$1.79M Sell
28,345
-1,933
-6% -$122K 0.03% 94
2023
Q4
$1.81M Sell
30,278
-11,612
-28% -$692K 0.03% 92
2023
Q3
$1.89M Sell
41,890
-18,564
-31% -$837K 0.03% 88
2023
Q2
$2.25M Sell
60,454
-6,784
-10% -$252K 0.05% 83
2023
Q1
$2.65M Buy
+67,238
New +$2.65M 0.06% 81